Home › Compare › GWSVX vs STAG
GWSVX yields 3.74% · STAG yields 3.44%● Live data
📍 GWSVX pulled ahead of the other in Year 1
Combined, GWSVX + STAG cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of GWSVX + STAG for your $10,000?
The investment seeks to provide a high level of capital appreciation. Under normal circumstances, the fund will invest in a concentrated portfolio of twenty-five to thirty-five equity securities. It could potentially invest up to 50% of its net assets in five securities that represent the largest, and thus the highest conviction, positions. The balance of the fund’s net assets not so invested will be held in short term high grade investments or cash and cash equivalents. It is non-diversified.
Full GWSVX Calculator →STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.